Starting a statement period requires valid start and end dates, with the start no later than the end. The current form supports dates from 2000-01-01 through 2100-12-31.
- Read the exact dates from the account statement.
- Enter the earlier boundary in Statement start date and the later boundary in Statement end date.
- Check the year as well as the day and month before submitting.
A date format error can look like a period error
A mistyped year, reversed date order, or impossible calendar day prevents a reliable window. Correct the entry using the source document rather than choosing a nearby date just to continue.
If the statement genuinely spans two years, preserve that range. If it falls outside the supported form range, use the appropriate support or accounting review instead of substituting false dates. The server also checks the current account and overlapping windows, so a valid date range can still conflict with an existing period. Inspect saved periods before starting another. Once the new window is saved, verify its dates in the summary and remember that activity uses posting date when available for newly started periods. Correct boundaries are essential for later match eligibility and evidence verification.
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